---
title: "在經歷了 “聖經般的波動率重置” 之後，野村證券提出了重新做空該市場的條件"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/282876630.md"
description: "野村證券的策略師查理·麥克艾利戈特討論了近期市場的波動性，指出在特朗普的市場策略之後，波動性評級顯著下降。美國股市經歷了一波持續的反彈，這促使人們重新評估空頭頭寸。麥克艾利戈特強調了美國股市波動性的極端重新定價，並建議在買家繼續推高價格的情況下，重新做空市場的條件"
datetime: "2026-04-15T16:37:23.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/282876630.md)
  - [en](https://longbridge.com/en/news/282876630.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/282876630.md)
---

# 在經歷了 “聖經般的波動率重置” 之後，野村證券提出了重新做空該市場的條件

**Trump’s “Escalate to De-Escalate 101” whip-saws the Markets yet again,** and over the past week and a half, top Nomura strategist, Charlie McElligott notes that **this has led to a biblical Vol re-rating lower, with the Spot Equities rally which most everyone was de-risked out of now turning relentless**, as “buyers are higher”...

_...an eye-water repricing in US Equities Volatility, with the extreme Spot rally paired with / a function of the UX1 and “Vol of Vol” crush…_

## When to Re-Short...

### 相關股票

- [.VIX.US](https://longbridge.com/zh-HK/quote/.VIX.US.md)
- [SQQQ.US](https://longbridge.com/zh-HK/quote/SQQQ.US.md)
- [SPXS.US](https://longbridge.com/zh-HK/quote/SPXS.US.md)
- [SDOW.US](https://longbridge.com/zh-HK/quote/SDOW.US.md)
- [SVXY.US](https://longbridge.com/zh-HK/quote/SVXY.US.md)
- [SPXU.US](https://longbridge.com/zh-HK/quote/SPXU.US.md)
- [SDS.US](https://longbridge.com/zh-HK/quote/SDS.US.md)
- [SH.US](https://longbridge.com/zh-HK/quote/SH.US.md)
- [SVIX.US](https://longbridge.com/zh-HK/quote/SVIX.US.md)
- [VIXY.US](https://longbridge.com/zh-HK/quote/VIXY.US.md)
- [QID.US](https://longbridge.com/zh-HK/quote/QID.US.md)
- [PSQ.US](https://longbridge.com/zh-HK/quote/PSQ.US.md)
- [UVXY.US](https://longbridge.com/zh-HK/quote/UVXY.US.md)
- [8604.JP](https://longbridge.com/zh-HK/quote/8604.JP.md)
- [NMR.US](https://longbridge.com/zh-HK/quote/NMR.US.md)

## 相關資訊與研究

- [美股市場波動加劇，輝達財報與中美關係成焦點](https://longbridge.com/zh-HK/news/286865823.md)
- [儲局會議記錄顯示 大多數官員警告通脹率若持續高於 2%  需考慮加息](https://longbridge.com/zh-HK/news/287171073.md)
- [議息紀錄丨聯儲局：通脹如持續高企 加息勢在必行](https://longbridge.com/zh-HK/news/287104176.md)
- [【美國議息】聯儲局紀要官員放鷹，年底加息機率破八成](https://longbridge.com/zh-HK/news/287137814.md)
- [花旗：市場參與面須更廣泛，指數才有實質上升空間](https://longbridge.com/zh-HK/news/286645288.md)